Investment advisory services in Greenwood, IN
13 results found
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Benham Advisory Group
● ClosedBenham Advisory Group is a finance institution located at 3147 West Smith Valley Road in Greenwood, Indiana, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, our team is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
3147 W Smith Valley Rd Suite E, Greenwood, IN 46142, United States -
Shawna Ballard - Financial Advisor, Ameriprise Financial Services, LLC
● OpenShawna Ballard, a financial advisor at Ameriprise Financial Services, LLC, located at 435 East Main Street in Greenwood, Indiana, offers personalized financial advice to help clients prepare for their future goals. With over 125 years of history, Ameriprise Financial Services, LLC is dedicated to building trusting relationships with clients to guide them towards financial success. By understanding what is important to each individual, Shawna Ballard can provide tailored advice to assist in saving for college, planning for retirement, making smart investments, and more. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts. It is important to note that investment products are not insured by the FDIC or any federal agency and may involve risks. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment advisory products and services. Securities are offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC.
435 E Main St Ste 185, Greenwood, IN 46143, United States -
Promise Advisory Group
● ClosedPromise Advisory Group is a leading finance institution located at 622 North Madison Avenue in Greenwood, Indiana, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Promise Advisory Group is committed to providing you with the guidance and support you need to secure a prosperous financial future. Visit us today to learn more about our comprehensive financial services and how we can help you reach your financial goals.
622 N Madison Ave #10, Greenwood, IN 46142, United States -
Mary Haluska & Associates - Ameriprise Financial Services, LLC
● OpenWelcome to Mary Haluska & Associates - Ameriprise Financial Services, LLC, your trusted partner in financial planning located at 1401 East Greenwood Avenue, Crown Point, Indiana. Our mission is to prioritize what's most important to you, whether it's planning for retirement, funding education, or making significant purchases like a second home. With personalized investment strategies, asset allocation, and portfolio recommendations, we tailor our services to align with your individual goals and risk tolerance. Our approach is comprehensive and dynamic. We meticulously document your goals, regularly review your progress, and adjust your strategies as life evolves, ensuring you stay on track. You can easily access your investments and monitor your progress from any device, sharing information with us securely.
1401 East Greenwood Avenue, Crown Point, Indiana 46307, United States -
Old National Bank
● ClosedOld National Bank, located at 900 South State Road 135 in Greenwood, Indiana, is a full-service financial institution offering a range of banking and financial services. As an ATM, bank, and finance provider, Old National Bank is dedicated to helping customers achieve their financial goals. Please note that Old National Bank provides referrals to financial professionals of LPL Financial LLC under an agreement that allows LPL to compensate the bank for these referrals. This may create a conflict of interest, as the bank receives an incentive to make these referrals. However, Old National Bank is not a current client of LPL for brokerage or advisory services.
900 S State Rd 135, Greenwood, IN 46143, United States -
Scott Poore - Thrivent
● ClosedScott Poore - Thrivent is a finance institution located at 1480 Olive Branch Parke Lane in Greenwood, Indiana, United States. With licensing in multiple states including AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MI, MO, MS, NC, NH, NV, OH, OR, PA, SC, TN, TX, UT, and WI, we offer personalized financial guidance to help you achieve your goals. Our team does not provide legal, accounting, or tax advice, but we can assist you in creating a financial plan tailored to your needs. Thrivent Financial for Lutherans, the parent company of Thrivent, offers insurance products and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser. To learn more about our services and the professional designations of our financial advisors, visit our website or contact us today.
1480 Olive Branch Parke Ln STE 600, Greenwood, IN 46143, United States -
John Michael Meyer - Regions Wealth Advisor
● ClosedJohn Michael Meyer - Regions Wealth Advisor is a finance institution located at 1686 West Smith Valley Road in Greenwood, Indiana, United States. Specializing in personalized financial expertise for affluent individuals, Regions Private Wealth Management offers a Wealth Advisor who will create a customized financial strategy tailored to your specific situation. John Michael Meyer, a Wealth Advisor at Regions Private Wealth Management in Greenwood, IN, takes a comprehensive approach to financial planning to help you achieve your goals. With a team of professionals, your Regions Wealth Advisor can help you maximize the return on your portfolio. Trust and investment management services are offered through Regions Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions Investment Management, Inc. This communication is provided for educational purposes and should not be construed as investment advice. Regions, the Regions logo, and the LifeGreen bike are trademarks of Regions Bank. Consult the privacy and security policies of external websites or apps linked to by Regions.
1686 W Smith Valley Rd, Greenwood, IN 46142, United States -
Mitchell Anderson - Thrivent
● ClosedMitchell Anderson - Thrivent is a finance institution located at 1480 Olive Branch Parke Lane in Greenwood, Indiana, United States. Licensing information can be obtained through your State Insurance Department's website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
1480 Olive Branch Parke Ln STE 600, Greenwood, IN 46143, United States -
Brett Perks - Thrivent
● ClosedBrett Perks - Thrivent is a finance institution located at 1480 Olive Branch Parke Lane in Greenwood, Indiana, United States. They are licensed in multiple states including AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MI, MO, MS, NC, NH, NV, OH, OR, PA, SC, TN, TX, UT, and WI. The institution offers financial planning services through their Financial Planning Framework and Dedicated Planning Services. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own professionals in these areas. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.
1480 Olive Branch Parke Ln STE 600, Greenwood, IN 46143, United States -
John Sandlin - Thrivent
● ClosedJohn Sandlin - Thrivent is a finance institution located at 1480 Olive Branch Parke Lane, Greenwood, Indiana, United States. They are licensed in multiple states including AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, MI, MO, MS, NC, NH, NM, NV, OH, OR, PA, SC, TN, TX, UT, WI. As a Dave Ramsey SmartVestor Pro, John Sandlin is part of a network of financial professionals dedicated to providing top-notch service to clients. The SmartVestor program ensures that only qualified professionals who follow a strict code of conduct are part of the network. Thrivent, the institution John Sandlin is affiliated with, provides advice and guidance through their Financial Planning Framework and Dedicated Planning Services. They do not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc. and insurance products are issued by Thrivent Financial for Lutherans. For more information or to book a meeting with John Sandlin, visit their website or contact him directly via email or phone.
1480 Olive Branch Parke Ln, Greenwood, IN 46143, United States -
Mark Kirkhoff - Raymond James
● OpenMark Kirkhoff - Raymond James is a reputable finance institution located at 701 East County Line Road in Greenwood, Indiana, United States. With a focus on providing personalized financial services, the experienced team at Mark Kirkhoff - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust Mark Kirkhoff - Raymond James to provide expert guidance and support. Visit their office today to learn more about how they can help you secure your financial future.
701 E County Line Rd #302, Greenwood, IN 46143, United States -
Greg Johnson - Thrivent
● ClosedGreg Johnson - Thrivent is a finance institution located at 1480 Olive Branch Parke Lane in Greenwood, Indiana, United States. Our mission is to integrate faith and finances for lower taxes and greater generosity. We believe in serving others and supporting organizations such as Transformational Living Ministries and Beloved, which provide sober living houses and backpacks for children in foster care, respectively. Our team at Thrivent is dedicated to helping you pursue your lifelong dreams while supporting causes you care about. We offer guidance on protecting your loved ones against disability, death, and long-term care impacts. Whether you have questions about paying bills during illness, planning for retirement, or preparing for healthcare costs, we are here to help.
1480 Olive Branch Parke Ln STE 600, Greenwood, IN 46143, United States -
Alasa Harper - Thrivent
● ClosedAlasa Harper - Thrivent is a finance institution located at 1480 Olive Branch Parke Lane in Greenwood, Indiana, United States. Our mission is to provide financial clarity to individuals in South Central Indiana. We understand that reaching financial goals can be overwhelming, which is why we are here to help map out a plan tailored to your life goals and values. With our guidance, you can confront and overcome any frustration and confusion you may face on your financial journey. We serve clients in various areas including Nashville, Columbus, Franklin, Trafalgar, Nineveh, Bargersville, Edinburgh, and Greenwood. You can schedule a meeting with us at our Columbus or Greenwood office, or connect with us over Zoom for your convenience.
1480 Olive Branch Parke Ln STE 600, Greenwood, IN 46143, United States
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